eLBati
9 years ago
committed by
Andrea
Andrea
11 changed files with 313 additions and 0 deletions
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59account_tax_balance/README.rst
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6account_tax_balance/__init__.py
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25account_tax_balance/__openerp__.py
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5account_tax_balance/models/__init__.py
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86account_tax_balance/models/account_tax.py
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BINaccount_tax_balance/static/description/icon.png
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BINaccount_tax_balance/static/description/tax_balance.png
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47account_tax_balance/views/account_tax_view.xml
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5account_tax_balance/wizard/__init__.py
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40account_tax_balance/wizard/open_tax_balances.py
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40account_tax_balance/wizard/open_tax_balances_view.xml
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg |
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
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:alt: License: AGPL-3 |
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|
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============ |
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Tax Balances |
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============ |
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|
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This module allows to compute tax balances within a certain date range. |
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It depends on date_range module and exposes 'compute' methods that can be called by other modules (like localization ones) |
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Usage |
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===== |
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Accounting --> Reporting --> Open Tax Balances |
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Select the company, the date range, the target moves and 'open taxes' |
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.. figure:: /account_tax_balance/static/description/tax_balance.png |
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas |
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:alt: Try me on Runbot |
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:target: https://runbot.odoo-community.org/runbot/91/9.0 |
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Bug Tracker |
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=========== |
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|
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Bugs are tracked on `GitHub Issues |
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<https://github.com/OCA/account-financial-reporting/issues>`_. In case of trouble, please |
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check there if your issue has already been reported. If you spotted it first, |
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help us smashing it by providing a detailed and welcomed feedback. |
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Credits |
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======= |
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Images |
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------ |
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* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_. |
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Contributors |
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------------ |
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* Lorenzo Battistini <lorenzo.battistini@agilebg.com> |
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Maintainer |
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---------- |
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.. image:: https://odoo-community.org/logo.png |
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:alt: Odoo Community Association |
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:target: https://odoo-community.org |
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This module is maintained by the OCA. |
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OCA, or the Odoo Community Association, is a nonprofit organization whose |
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mission is to support the collaborative development of Odoo features and |
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promote its widespread use. |
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To contribute to this module, please visit https://odoo-community.org. |
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# -*- coding: utf-8 -*- |
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# © 2016 Lorenzo Battistini - Agile Business Group |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). |
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from . import models |
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from . import wizard |
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# -*- coding: utf-8 -*- |
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# © 2016 Lorenzo Battistini - Agile Business Group |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). |
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{ |
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"name": "Tax Balance", |
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"summary": "Compute tax balances based on date range", |
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"version": "9.0.1.0.0", |
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"category": "Accounting & Finance", |
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"website": "https://www.agilebg.com/", |
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"author": "Agile Business Group, Odoo Community Association (OCA)", |
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"license": "AGPL-3", |
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"application": False, |
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"installable": True, |
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"depends": [ |
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"account", |
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"date_range", |
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], |
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"data": [ |
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"wizard/open_tax_balances_view.xml", |
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"views/account_tax_view.xml", |
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], |
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"images": [ |
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'images/tax_balance.png', |
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] |
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} |
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# -*- coding: utf-8 -*- |
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# © 2016 Lorenzo Battistini - Agile Business Group |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). |
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from . import account_tax |
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# -*- coding: utf-8 -*- |
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# © 2016 Lorenzo Battistini - Agile Business Group |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). |
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from openerp import models, fields |
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class AccountTax(models.Model): |
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_inherit = 'account.tax' |
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balance = fields.Float(string="Balance", compute="_compute_balance") |
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base_balance = fields.Float( |
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string="Base Balance", compute="_compute_balance") |
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def get_context_values(self): |
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if not self.env.context.get('from_date'): |
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from_date = fields.Date.context_today(self) |
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else: |
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from_date = self.env.context['from_date'] |
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if not self.env.context.get('to_date'): |
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to_date = fields.Date.context_today(self) |
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else: |
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to_date = self.env.context['to_date'] |
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if not self.env.context.get('target_move'): |
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target_move = 'posted' |
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else: |
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target_move = self.env.context['target_move'] |
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if not self.env.context.get('company_id'): |
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company_id = self.env.user.company_id.id |
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else: |
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company_id = self.env.context['company_id'] |
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return from_date, to_date, company_id, target_move |
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def _compute_balance(self): |
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from_date, to_date, company_id, target_move = self.get_context_values() |
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for tax in self: |
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tax.balance = tax.compute_balance( |
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from_date, to_date, company_id, target_move) |
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tax.base_balance = tax.compute_base_balance( |
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from_date, to_date, company_id, target_move) |
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def get_target_state_list(self, target_move="posted"): |
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if target_move == 'posted': |
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state = ['posted'] |
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elif target_move == 'all': |
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state = ['posted', 'draft'] |
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else: |
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state = [] |
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return state |
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def get_move_line_domain(self, from_date, to_date, company_id): |
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return [ |
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('date', '<=', to_date), |
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('date', '>=', from_date), |
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('company_id', '=', company_id), |
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] |
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def compute_balance( |
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self, from_date, to_date, company_id, target_move="posted" |
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): |
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self.ensure_one() |
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move_line_model = self.env['account.move.line'] |
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state_list = self.get_target_state_list(target_move) |
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domain = self.get_move_line_domain(from_date, to_date, company_id) |
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domain.extend([ |
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('move_id.state', 'in', state_list), |
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('tax_line_id', '=', self.id), |
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]) |
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move_lines = move_line_model.search(domain) |
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total = sum([l.balance for l in move_lines]) |
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return total |
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def compute_base_balance( |
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self, from_date, to_date, company_id, target_move="posted" |
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): |
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self.ensure_one() |
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move_line_model = self.env['account.move.line'] |
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state_list = self.get_target_state_list(target_move) |
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domain = self.get_move_line_domain(from_date, to_date, company_id) |
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domain.extend([ |
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('move_id.state', 'in', state_list), |
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('tax_ids', 'in', self.id), |
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]) |
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move_lines = move_line_model.search(domain) |
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total = sum([l.balance for l in move_lines]) |
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return total |
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After Width: 128 | Height: 128 | Size: 9.2 KiB |
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After Width: 1143 | Height: 258 | Size: 25 KiB |
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<?xml version="1.0" encoding="utf-8"?> |
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<openerp> |
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<data> |
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<record id="view_tax_tree_balance" model="ir.ui.view"> |
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<field name="name">account.tax.tree.balance</field> |
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<field name="model">account.tax</field> |
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<field eval="100" name="priority"/> |
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<field name="arch" type="xml"> |
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<tree string="Account Tax" create="false" delete="false"> |
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<field name="name"/> |
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<field name="description" string="Short Name"/> |
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<field name="account_id"/> |
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<field name="balance" sum="Total"></field> |
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<field name="base_balance" sum="Base Total"></field> |
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</tree> |
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</field> |
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</record> |
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<record id="view_tax_search_balance" model="ir.ui.view"> |
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<field name="name">account.tax.search.balance</field> |
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<field name="model">account.tax</field> |
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<field eval="100" name="priority"/> |
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<field name="arch" type="xml"> |
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<search string="Account Tax"> |
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<field name="name"/> |
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<field name="tag_ids"/> |
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<field name="description" string="Short Name"/> |
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<field name="type_tax_use"/> |
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<field name="account_id"/> |
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<group expand="0" string="Group By"> |
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<filter string="Tax Group" domain="[]" context="{'group_by':'tax_group_id'}"/> |
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<filter string="Tax Scope" domain="[]" context="{'group_by':'type_tax_use'}"/> |
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<filter string="Account" domain="[]" context="{'group_by':'account_id'}"/> |
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</group> |
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</search> |
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</field> |
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</record> |
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<record id="action_tax_balances_tree" model="ir.actions.act_window"> |
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<field name="name">Tax Balances</field> |
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<field name="res_model">account.tax</field> |
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<field name="view_type">form</field> |
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<field name="view_mode">tree</field> |
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<field name="view_id" ref="view_tax_tree_balance"/> |
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<field name="search_view_id" ref="view_tax_search_balance"/> |
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</record> |
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</data> |
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</openerp> |
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# -*- coding: utf-8 -*- |
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# © 2016 Lorenzo Battistini - Agile Business Group |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). |
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from . import open_tax_balances |
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# -*- coding: utf-8 -*- |
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# © 2016 Lorenzo Battistini - Agile Business Group |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). |
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from openerp import models, fields, api |
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class OpenTaxBalances(models.TransientModel): |
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_name = 'wizard.open.tax.balances' |
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company_id = fields.Many2one( |
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'res.company', 'Company', required=True, |
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default=lambda self: self.env.user.company_id) |
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from_date = fields.Date('From date', required=True) |
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to_date = fields.Date('To date', required=True) |
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date_range_id = fields.Many2one('date.range', 'Date range') |
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target_move = fields.Selection([ |
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('posted', 'All Posted Entries'), |
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('all', 'All Entries'), |
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], 'Target Moves', required=True, default='posted') |
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@api.onchange('date_range_id') |
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def onchange_date_range_id(self): |
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if self.date_range_id: |
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self.from_date = self.date_range_id.date_start |
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self.to_date = self.date_range_id.date_end |
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else: |
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self.from_date = self.to_date = None |
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@api.multi |
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def open_taxes(self): |
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self.ensure_one() |
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action = self.env.ref('account_tax_balance.action_tax_balances_tree') |
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vals = action.read()[0] |
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vals['context'] = { |
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'from_date': self.from_date, |
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'to_date': self.to_date, |
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'target_move': self.target_move, |
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'company_id': self.company_id.id, |
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} |
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return vals |
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<?xml version="1.0" encoding="utf-8"?> |
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<openerp> |
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<data> |
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<record id="wizard_open_tax_balances" model="ir.ui.view"> |
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<field name="name">wizard_open_tax_balances</field> |
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<field name="model">wizard.open.tax.balances</field> |
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<field name="arch" type="xml"> |
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<form string="Open Tax Balances"> |
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<group> |
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<field name="company_id"/> |
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<field name="date_range_id"/> |
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<field name="from_date"></field> |
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<field name="to_date"></field> |
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<field name="target_move"></field> |
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</group> |
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<footer> |
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<button string="Open Taxes" name="open_taxes" type="object" class="oe_highlight"/> |
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or |
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<button string="Cancel" class="oe_link" special="cancel"/> |
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</footer> |
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</form> |
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</field> |
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</record> |
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<record id="action_open_tax_balances" model="ir.actions.act_window"> |
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<field name="name">Open Tax Balances</field> |
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<field name="res_model">wizard.open.tax.balances</field> |
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<field name="view_type">form</field> |
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<field name="view_mode">form</field> |
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<field name="view_id" ref="wizard_open_tax_balances"/> |
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<field name="target">new</field> |
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</record> |
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<menuitem |
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action="action_open_tax_balances" |
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id="menu_action_open_tax_balances" |
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parent="account.menu_finance_reports" |
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groups="account.group_account_user,account.group_account_manager"></menuitem> |
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</data> |
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</openerp> |
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